vitati360

MCP server

Your AI assistant, connected to audited financials

The Vitati360 MCP server gives Claude, ChatGPT and other major AI assistants direct, read-only access to filing-traced financials. They look the numbers up instead of guessing, and every answer can be checked against the 10-K.

Works with Claude and ChatGPT. Included in Premium and Enterprise plans; we enable it for your account.

Looked up, not remembered

Every number comes from Vitati360, never from the model’s memory.

Traced to the filing

Each figure carries its fiscal period and its SEC source, so any answer can be audited.

Read-only and permissioned

Your plan decides what the assistant sees. It cannot change anything.

What you can ask

Questions an analyst would otherwise spend an hour on.

  • “What was Apple’s revenue and net income for the last 3 years?”
  • “Compare Microsoft and Alphabet’s EBITDA margin for their latest fiscal year.”
  • “Show US technology companies with revenue above $100 billion, largest first.”
  • “How have Energy companies’ EBITDA margins moved over the last 5 years?”
  • “Plot Nvidia’s quarterly revenue for the last 8 quarters.”

What Claude can look up

Seven read-only tools, one dataset.

The same normalized, filing-traced data as the platform and the Excel add-in. Banks and corporates each keep their own analytical structure.

Search companies

Find companies by ticker or name, country, sector or industry group.

Company profile

Country, exchange, sector, reporting currency and fiscal year end.

Available metrics

What can be asked for a company; banks and corporates differ.

Financial data

Chosen metrics for up to 10 companies by fiscal year or quarter, in any currency.

Peer comparison

A company against its peers on growth, margin, return and leverage.

Screen companies

Rank and filter the universe by metric thresholds, sector or country.

Sector trends

How a sector’s medians have moved year by year, and who moved most.

Getting started

Connected in three steps.

Add the connector

In Claude or ChatGPT, add Vitati360 as a connector using the server address from the setup guide.

Sign in with Vitati360

Use your normal Vitati360 login. Claude sees exactly the data your plan includes, nothing more.

Ask

Start with “Using Vitati360” and ask in plain English. The assistant fetches the numbers and cites the filing.

Trust

Your data stays yours.

  • Read-only. The connector cannot change anything in your account.
  • Vitati360 receives only the lookups Claude makes (companies, metrics, periods) and your sign-in, never your conversation.
  • Your plan decides what Claude can see; the connection lasts seven days, then asks you to sign in again.
  • Figures are as filed, in the company’s reporting currency unless you ask for another.